Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chuck Akre % | Ray Dalio % |
|---|---|---|
| MOODYS CORP | 10.2% | 0.1% |
| VISA INC | 7.4% | 0.1% |
| COPART INC | 4.4% | 0.0% |
| AIRBNB INC | 3.3% | 0.1% |
| OREILLY AUTOMOTIVE INC | 3.9% | 0.0% |
| SERVICENOW INC | 2.4% | 0.3% |
| AMERICAN TOWER CORP NEW | 0.1% | 0.0% |
Chuck Akre runs Akre Capital Management, LLC ($5.12B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 7 common positions, with 13 names unique to Chuck Akre's book and 983 unique to Ray Dalio's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
Side-by-side comparison of two superinvestors' latest disclosed 13F portfolios — what they agree on, where they part ways.
| Stock | Chuck Akre % | Ray Dalio % |
|---|---|---|
| MOODYS CORP | 10.2% | 0.1% |
| VISA INC | 7.4% | 0.1% |
| COPART INC | 4.4% | 0.0% |
| AIRBNB INC | 3.3% | 0.1% |
| OREILLY AUTOMOTIVE INC | 3.9% | 0.0% |
| SERVICENOW INC | 2.4% | 0.3% |
| AMERICAN TOWER CORP NEW | 0.1% | 0.0% |
Chuck Akre runs Akre Capital Management, LLC ($5.12B disclosed). Ray Dalio runs Bridgewater Associates LP ($24.38B disclosed). They share 7 common positions, with 13 names unique to Chuck Akre's book and 983 unique to Ray Dalio's book.
Use the tables above to spot conviction overlaps (where both managers go large on the same name) and contrarian disagreements (where one is buying while the other has nothing).
Key takeaways
